The Clancy Factor

@ClancyFactor

The only thing I'm attached to in this world is the people on it.

Vrijeme pridruživanja: travanj 2017.

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  1. 31. sij

    I spent the day talking at length to 4 of the best LC growth managers. AMA Totally different approaches, but recurring themes were: Concentration (~30 names) FFC growth low turnover Focus on industry 1st (growth >GDP) Then identify the best co in the industry

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  2. 24. sij

    The most often stated and frequently ignored investment advice: 1. Past performance is not indicative of future returns. 2. Asset allocation is the most important decision we make. 3. The best investment we make is in ourselves. Don't stop learning! What are yours?

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  3. 24. sij

    I like, learn more, and think about 's posts than anyone else on Twitter. Thank you David. To pay it forward, I endeavor to share more of my perspective. As CIO of a $25 B multi-asset public fund, husband for 18 yrs, father of 3, what does Twitter want to know?

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  4. 7. stu 2019.

    Hey , are we underestimating how much of Gordon's usage last week was Anthony Lynn taking control of the Offense?

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  5. 17. ruj 2019.

    The most alarming thing about this article is that the purpose to control behavior (calm investors), not inform. $53 billion from the Fed window is/was NOT status quo. Money-Market Rates Are Soaring. Here’s What It Means. via

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  6. 11. ruj 2019.

    I just heard a great lyric at the rest stop, "the straight-haired girls all want to have curls, and the brunettes all want to be blonde." A stark depiction of how none of us are happy with who We are.

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  7. 30. tra 2019.

    Nothing like your whiteboard the day after Take Your Daughter to Work Day...

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  8. 16. ožu 2019.

    Blackstone & Apollo presented to my Board yesterday, they said 1) we haven't delivered illiquidity premium for 10+ years, ignore that, 2) We are doing transactions we didn't do 10 years ago, 3) We need greater flexibility & fewer constraints, 4) money will continue flowing to PE.

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  9. 8. ožu 2019.

    NPR just play an orchestral version of Fat Bottom Girls, as background music. Is that really a recording that needed to be made?

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  10. 13. velj 2019.

    iOS (12.1.2) has turned my iPhone into the most expensive POS, ever!

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  11. 21. stu 2018.

    So, do Tweeps think the market decline into Black Friday will negativity impact consumer sentiment & Holiday sales?

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  12. 21. stu 2018.

    If U R contemplating a stake in a SPAC & value is based on 1 co, and the SPAC rejects an offer to buy the valuable asset at 2x your buy-in value... Is that a good manager I should partner with, Or someone who knows he has nothing else & doesn't want to work to find new assets?

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  13. 15. stu 2018.

    Wow! 7:56 PM and all of the school buses finally completed their routes.

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  14. 3. kol 2018.

    Looking good Billy Ray!

    Tweet je nedostupan.
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  15. 30. srp 2018.

    Great Job by educating PA legislature & Pensions on PE deal structure and . Thank you for sharing your brilliance!

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  16. 22. pro 2017.

    Thank you & FBG. In the Championship game and just lost my QB, TE, & K to IR.

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  17. 4. lis 2017.

    going big in AR with announcements today, even if one was also a VR headset.

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  18. 3. lis 2017.

    Thank you & for your wonderful podcasts. They really help me understand investment segments I am less familiar with.

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  19. 28. ruj 2017.

    Woo Hoo! I just accepted a fantastic CIO position, can't wait to get started!

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  20. 12. ruj 2017.

    In the AR vs. VR battle, just put its chips behind AR in a big way. And yes, the A11 pun is intended.

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